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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
We established a new position in ALB, a global leader in lithium with Tier 1, low-cost assets, in particular in the Chilean salar and Western Australia. We've known the...
— Cassandra A. Hardman
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Other investors who've written on Albemarle Corp.
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We initiated a position in SLB, the largest global oil services provider, a name with which we are familiar. The company is...